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Welcome to the Systematic Investor Series.

Welcome and welcome back to this week's edition of the systematic investor series with Katie Kaminsky and I, Neil's Castroblassen, where each week we take the polls of the global markets

through the lens of a rules-based investor. Kate, it is wonderful to be back with you this week.

How are you doing? What's

happening where you are in the world? Well, things are good, Niels. I mean, it's, you know,

turning to fall slash winter here in Boston. I mean, we had the time change. It feels very hard.

But, you know, it feels like winter now. You know, just, you know, feels like it's time to start skiing. I guess, I don't know.

You know, it's so interesting. So today we're recording, I'm actually in Denmark. And I remember this

summer that people were complaining about all the drought and the worst drought we'd seen in, I don't

know how many decades,

and the farmers, you know, were very worried about their crop.

And then I switched on the news yesterday, and they're now pretty much on course for the

wettest year ever on record. Now, it tells you a little bit about how bad the weather has

been since the summer, but it also tells you a little bit about how bad the weather has been since the summer,

but it also tells you a little bit about, I think, sometimes these narratives, how strong they can be, and you kind of think, wow, this must be something dramatic that's causing all this drought.

And then you find yourself that actually, this might be the wettest year and 2019 was the second

wettest year.

So maybe it's not that dry after all.

Well, this is a good point.

I mean, that's this idea of short-term data versus long-term data, right?

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